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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

211 hedge funds and large institutions have $1.23B invested in WisdomTree US LargeCap Dividend Fund in 2019 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 58 increasing their positions, 58 reducing their positions, and 8 closing their positions.

Holders
211
Holders Change
+11
Holders Change %
+5.5%
% of All Funds
4.63%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
19
Increased
58
Reduced
58
Closed
8
Calls
$347K
Puts
–
Net Calls
+$347K
Net Calls Change
+$56K

Top Buyers

1
EWM
1
Evercore Wealth Management
New York
$44.1M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$14.1M
3
LSPW
3
Lake Street Private Wealth
Illinois
$4.46M
4
AAS
4
Avantax Advisory Services
Texas
$5.82M
5
GW
5
GW & Wade
Massachusetts
$72.4M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$219M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$208K
3
Jane Street
3
Jane Street
New York
$0
4
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$0
5
ATPW
5
Ashton Thomas Private Wealth
Arizona
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GLLW
26
Graves Light Lenhart Wealth
Virginia
$11.6M 115,358 +697 +0.6%
BTS
27
BB&T Securities
Virginia
$9.03M 91,024 +8,493 +10%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$8.23M 83,100 -596 -0.7%
CI
29
CX Institutional
Indiana
$7.51M 75,828 -4,859 -6%
SP
30
Sarasin & Partners
United Kingdom
$6.58M 66,415 -1,974 -3%
JPMPWA
31
J.P. Morgan Private Wealth Advisors
California
$6.49M 65,539 -364 -0.6%
MFP
32
Meridian Financial Partners
Virginia
$6.09M 63,451 +1,191 +2%
PP
33
PagnatoKarp Partners
Virginia
$6.02M 60,769 -45 -0.1%
AAS
34
Avantax Advisory Services
Texas
$5.82M 58,821 +43,697 +289%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$5.79M 58,483 -8,531 -13%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$5.76M 58,186 +61 +0.1%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$5.49M 55,393 -4,821 -8%
Baird Financial Group
38
Baird Financial Group
Wisconsin
$5.18M 52,280 +4,791 +10%
DADC
39
D.A. Davidson & Co
Montana
$4.78M 48,293 +4,247 +10%
MHS
40
M Holdings Securities
Oregon
$4.72M 47,679 – –
LSPW
41
Lake Street Private Wealth
Illinois
$4.46M 45,054 +45,054 New
LW
42
Linscomb Wealth
Texas
$3.85M 38,823 +1,036 +3%
CAN
43
Cetera Advisor Networks
California
$3.5M 35,355 +3,850 +12%
UCFA
44
United Capital Financial Advisors
Texas
$3.42M 34,466 +158 +0.5%
BA
45
Bristlecone Advisors
Washington
$3.36M 33,890 +33,890 New
PA
46
Paracle Advisors
Washington
$3.11M 31,400 -467 -1%
MWM
47
Mission Wealth Management
California
$2.98M 30,072 -120 -0.4%
ACM
48
AlphaStar Capital Management
North Carolina
$2.87M 28,955 +28,955 New
Stifel Financial
49
Stifel Financial
Missouri
$2.76M 27,824 -377 -1%
FAIM
50
Financial Advocates Investment Management
Washington
$2.58M 26,041 -447 -2%
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